Average annual returns
Through 20251 year
4.72%
3 year
7.02%
5 year
7.99%
10 year
9.19%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
61 months through March 31, 2026Volatility (ann.)
21.88%
Sharpe
0.35
Sortino
0.57
Max drawdown
-21.71%
Best month
15.01%
Worst month
-9.24%
Beta vs VTSAX
0.07
Correlation
0.04
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.